Connect Dynamics 365 and
Shopify with AI

Sync orders, inventory, and customer data between your ERP and e-commerce platform automatically. Stop manually exporting Shopify transactions into Dynamics 365, reconciling inventory across systems, or chasing down order fulfillment status.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync Shopify orders to Dynamics 365 sales orders with full line-item detail

Automatically create sales orders in Dynamics 365 when customers complete checkout in Shopify. Map product SKUs, pricing, taxes, and shipping details to the correct Dynamics 365 accounts and cost centers. Maintain a complete audit trail from online sale to financial record.

Update Shopify inventory levels from Dynamics 365 warehouse and supply chain data

Push real-time inventory availability from Dynamics 365 warehouses to Shopify product listings. Reflect committed stock, in-transit shipments, and safety stock policies to prevent overselling. Sync across multiple warehouses and Shopify locations automatically.

Create Dynamics 365 customer records from new Shopify customer registrations

Automatically add new Shopify customers to Dynamics 365 as contacts or accounts with complete profile data. Map customer segments, marketing preferences, and historical order value to CRM fields. Unify customer data across sales channels for accurate lifetime value tracking.

Post Shopify payment settlements to Dynamics 365 general ledger automatically

Reconcile Shopify payouts and payment gateway fees to the correct GL accounts in Dynamics 365. Break down revenue by product category, tax jurisdiction, and sales channel. Eliminate month-end manual journal entries and speed up financial close.

Alert operations when Dynamics 365 fulfillment status changes for Shopify orders

Trigger notifications to customer service teams when warehouse picking, packing, or shipping status updates in Dynamics 365. Update Shopify order fulfillment status and send tracking information to customers. Keep all stakeholders informed without checking multiple systems.

Enrich Shopify product catalog with Dynamics 365 cost and margin data for reporting

Combine Shopify sales performance metrics with actual product costs and margins from Dynamics 365. Calculate true profitability by SKU, collection, and sales channel. Build executive dashboards that show both top-line revenue and bottom-line contribution.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Dynamics 365 and Shopify with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands both Dynamics 365's complex entity relationships and Shopify's product-order-customer data model, so you can build automations without custom code.

AI that knows your ERP and e-commerce schemas

Redbird maps Shopify line items to Dynamics 365 sales order lines with the correct product IDs, units of measure, and revenue recognition rules. It handles multi-currency transactions, tax calculations across jurisdictions, and customer account hierarchies. When Shopify refunds or order edits occur, Redbird creates the appropriate credit memos and inventory adjustments in Dynamics 365 automatically.

Order-to-cash automation
Multi-warehouse inventory sync
Revenue recognition mapping
Customer hierarchy management
10×

faster than building custom API integrations between Dynamics 365 and Shopify

No middleware platforms, no dedicated integration developers, no ongoing maintenance

Auto-generated reports

Redbird can pull from Dynamics 365 and Shopify simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Dynamics 365 or Shopify.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Dynamics 365 into Shopify, or from Shopify back into Dynamics 365. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in Dynamics 365 or Shopify, and update records in either system with complete context.

Dynamics 365
Triggers & Actions
Trigger

Sales order created or updated

Fire when new sales orders are entered or existing orders change status in Dynamics 365.

Trigger

Inventory level falls below threshold

Trigger when on-hand inventory for a product reaches reorder point across warehouses.

Trigger

Shipment confirmed

Activate when warehouse operations confirm shipment and generate tracking numbers.

Action

Create or update customer account

Add new customers or update existing account records with contact details and segments.

Action

Post journal entry to general ledger

Create financial transactions with line-level detail mapped to chart of accounts.

Action

Update product master data

Modify product attributes, pricing, or availability across Dynamics 365 modules.

Shopify
Triggers & Actions
Trigger

Order placed

Fire when customers complete checkout and payment is authorized in Shopify.

Trigger

Product inventory changed

Trigger when inventory levels are manually adjusted or automatically decremented.

Trigger

Refund processed

Activate when full or partial refunds are issued for customer orders.

Action

Update inventory quantity

Set available inventory levels for products across Shopify locations.

Action

Fulfill order and add tracking

Mark orders as fulfilled, assign tracking numbers, and trigger customer notifications.

Action

Update product pricing or details

Modify product descriptions, pricing, images, or metadata in the Shopify catalog.

Dynamics 365
+
Shopify

Ready to connect your stack?

See how Redbird AI can sync Dynamics 365 and Shopify automatically. Build order-to-cash automation, real-time inventory sync, and financial reconciliation workflows in minutes, not months.

Get started → Book a demo